Dedicated and accomplished Senior Associate at Evans and Partners. Skilled in collaborating with Financial Advisers to engage both retail and wholesale clients. Proficient in delivering personalised investment advice, constructing portfolios, and executing trades across platforms such as HUB24, XPlore, IRESS, and NETX360. Proven expertise in optimising back-office functions, cash accounts, and seamless client onboarding. Aspiring to become a trusted Investment Adviser, committed to the firm's vision of providing bespoke financial solutions. Interested in opportunities to leverage expertise in financial planning and capital markets to drive success in a dynamic professional environment.
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Family Wealth Analyst/Associate | Dixon Advisory
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